You can use the Payroll Data Export (or Payroll Dayforce Link) configuration to set up a payroll data export configuration to generate payroll data export files, such as 401(k) contributions, to be used by Dayforce Link. The export files are transformed at Dayforce Link to the precise export file specifications for supported payroll vendors (for example, Fidelity, Mass Mutual, Transamerica, or Principal).
Before You Begin: The Payroll Data Export feature requires coordination with the Dayforce Technical Services and Support team. It is recommended that you contact this team before making any changes to a configuration that the Technical Services and Support team has set up for your organization.
To use this functionality, you must set up a payroll data export configuration in Integrations > Data Export Setup > Payroll Data Export by clicking Payroll Contributions, which gives you access to the Payroll Dayforce Link configuration.
Important: For Support and other internal users such as implementation consultants, you can view the HCM Payroll Dayforce Link Export Specification document, available where Dayforce release documentation is posted internally.
After the data export configuration is set up, it automatically runs when payroll is committed, unless you have configured a multiple-pay-group export, which requires you to set up a schedule for the Payroll Data Export background job. You can schedule the Payroll Data Export background job in System Admin > Background Jobs in the Scheduled Jobs tab.
See Payroll Data Export Background Job.
The following is a screenshot of the Integrations > Data Export Setup > Payroll Data Export interface with the Payroll Contributions button:
After you go to Integrations > Data Export Setup > Payroll Data Export, click Payroll Contributions to load the Payroll Contributions section below, where you can view a list of existing payroll data export configurations, or you can add new configurations.
When you expand an existing entry in the list, or you add a new entry, the entry expands to display sub-tabs that make up a payroll contribution data export configuration. Those sub-tabs are Configurable Fields, Filter Options, and Pay Group Options.
Each of the tabs available in Payroll Data Export > Payroll Contributions are covered in the following topics:
- Payroll Contributions: Configurable Fields Tab
- Payroll Contributions: Filter Options Tab
- Payroll Contributions: Pay Group Options Tab
Sections of these sub-tabs must be filled out as needed, depending on the specific payroll export requirements for your organization. As a best practice, when you set up the payroll data export configuration, filter out content that you do not need to include in the export using the various filters provided.
If you need to set up a payroll data export configuration for payroll accumulations, best practice is to set up earnings or deduction groupings, or both, in Payroll Setup > Groupings in the Earning Groupings and Deduction Groupings tabs.
There are a number of record types that you can generate using the Payroll Data Export. A listing of all record types is available in section "8, Record Type Details," in the Payroll – Dayforce Link File Export Specification document.
There are several record types that are commonly used. The following table describes these common record types and some information on configuring the Payroll Data Export to generate these record types:
| Code | Type | Usage | Description |
|---|---|---|---|
060
|
Pay Run Details |
One per employee for single pay group configurations. More than one per employee for multiple-pay-group configurations. |
When an export is configured to contain multiple payroll commits with employees in more than one pay run, each employee will have a 060 record for each PPN. This is based on the selections you make in the Look Back Based On and Look Back Days fields in the Pay Group Options tab. See Payroll Contributions: Pay Group Options Tab. |
063
|
Earning Grouping Results | One per Legal Entity of the employee for each selected earning grouping. | Earning grouping result as of this payroll run. Requires that an earning grouping is set up in Payroll Setup > Groupings > Earning Groupings. |
067
|
Deduction Grouping Results | One per Legal Entity of the employee for each selected deduction grouping. | Earning grouping result as of this payroll run. Requires that an earning grouping is set up in Payroll Setup > Groupings > Deduction Groupings. |
075
|
Tax Results | One per Legal Entity of the employee for each filtered payroll tax code. | Tax results as of this payroll run. Configured by selecting one or more options from either (or both) the Include Taxes By Tax Type or Include Taxes By Tax Authority drop-down lists. See Payroll Contributions: Configurable Fields Tab. |
Other record types are also mentioned in these topics by their number. See section "8, Record Type Details," in the Payroll – Dayforce Link File Export Specification document for additional details about those record types.
The following tasks provide basic information about configuring the payroll data export configuration.